Jay Freeberg
Onyx Bridge Wealth Group · Boca Raton, Florida
Jay Freeberg is a fee-only financial advisor at Onyx Bridge Wealth Group in Boca Raton, Florida, who holds the CFP credential. Jay focuses on family wealth transfer, estate & legacy planning and small business owners. Onyx Bridge Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Onyx Bridge Wealth Group |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.37B across 4,450 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, CT, FL, LA, NJ, NY, TX · CRD 1812003 |
| Exams passed | Series 63 (1988) · Series 65 (1998) |
| Firm size | 32 employees |
| Disclosures | None reported |
| Website | www.onyxbridge.com |
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Questions about Jay
Is Jay Freeberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Onyx Bridge Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jay charge for financial advice?
Jay's firm, Onyx Bridge Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jay Freeberg based?
Jay Freeberg is based in Boca Raton, Florida.
What does Jay specialize in?
Jay's specialties include family wealth transfer, estate & legacy planning and small business owners. Jay works with multi-generational families.
What credentials does Jay Freeberg hold?
Jay Freeberg holds the CFP credential.
Is Jay Freeberg registered with the SEC?
Yes. Jay Freeberg is registered as an investment adviser representative in CA, CO, CT, FL, LA, NJ, NY and TX (CRD 1812003), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Onyx Bridge Wealth Group manage?
Onyx Bridge Wealth Group reports $1.37B across 4,450 accounts in assets under management.
How do I contact Jay Freeberg?
Through Jay's website, www.onyxbridge.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Onyx Bridge Wealth Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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